See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,877 | $92,222+63.6% | $76,768+96.5% | $135,375+11.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.09% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,255 | $3,216+32.3% | $2,485+71.2% | $4,779-11.0% |
| Participant deferral / active EE | $8,985 | $4,509+99.3% | $3,852+133.3% | $5,609+60.2% |
| Admin fee / account holder | $58 | $10,748-99.5% | $6,675-99.1% | $10,827-99.5% |